Investors' Soapbox PM

PCs Are Floppy Again, and in a Bad Way

FBR notes that shipments are even worse than the more-pessimistic views.

February 26, 2013

FBR Capital Markets

Our latest data points indicate a worse-than-expected near-term drop in personal computer shipments. In our note, we are discussing the ramifications of a "weaker-than-weak" PC world for our covered semiconductor-component suppliers.